Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for clients to collaborate with us, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at or contact us for help getting started.

Contact us

Areas of focus

  • Wealth Preservation Strategies
  • Investment Management
  • Family Finances

Awards & recognition

  • Lori Bean, Ameriprise Ultimate Digital Excellence Award, 2022
  • Silver Pointe Wealth Management, Ameriprise Client Experience Award, 2021

Community participation

June 2017 Three Square Food Bank
June 2017 Three Square Food Bank

Silver Pointe Wealth Management is committed to giving back to our community. We regularly host client volunteer events with Three Square Food Bank and support donation drives for Veteran's Village and Project 150. For the past 10 years, we've sponsored a tree in Opportunity Village's Magical Forest.

Our team also volunteers regularly with area youth groups, soup kitchens and alumni organizations.